Breen Financial Management

  Estate planning is evolving in response to increasingly complex tax regulations and the growing need for financial flexibility. For those looking to transition to appreciated assets—such as real estate, businesses, or high-value investments—without being burdened by immediate capital gains taxes, Deferred Sales Trusts (DSTs) have emerged as a strategic alternative. Compared to traditional tools like 1031 exchanges or charitable trusts, DSTs offer a broader range of options tailored to long-term goals. When considering Central Florida Estate Planning Services , DSTs present a forward-thinking strategy that aligns with wealth preservation and future-focused planning. Let’s examine how this approach is influencing estate planning decisions and why it’s being considered a strategic alternative to traditional tools. Understanding Deferred Sales Trusts A Deferred Sales Trust is a legal structure that allows individuals to sell highly appreciated assets without triggering immediate capi...